Associates

 
  • Jerry Boda, CFP®

    Jerry Boda, CFP®

    President

  • Lance Lambert*

    Lance Lambert*

    Vice President of Operations

  • Nick Boda*

    Nick Boda*

    Financial Planning Intern

  • Jennifer

    Jennifer "Niki" Boda

    Senior Vice President – Corporate Affairs

  • Denny Fanter

    Denny Fanter

    Long-Term Care & Health Insurance Specialist

  • Kenneth Evans

    Kenneth Evans

    IT Consultant - Manager Information Technology